Crude continues to be where I think a great return this year is
possible. It has underperformed CRB over the past few years. MTD, I
think it is on track for its best month in 2 years. In a
SuperCycle, everything usually has its day. Crude may be the one to
be best placed for the next 6months
In addition, I think the reason why Crude has held up today
(Apart from Geo-Political), is if I was a fund manager , I would be
rotating out of Metals and into areas like Crude, Wheat, Sugar
etc.
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Crude v CRB
Posted by vimal on 30th of Jan 2026 at 03:28 pm
Crude continues to be where I think a great return this year is possible. It has underperformed CRB over the past few years. MTD, I think it is on track for its best month in 2 years. In a SuperCycle, everything usually has its day. Crude may be the one to be best placed for the next 6months
In addition, I think the reason why Crude has held up today (Apart from Geo-Political), is if I was a fund manager , I would be rotating out of Metals and into areas like Crude, Wheat, Sugar etc.